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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3801
Raffa Wealth Management
District of Columbia
$133K -$35.5K -37 -20%
SSG
3802
Summit Securities Group
New York
$133K +$138K +144 New
CTWM
3803
Cherry Tree Wealth Management
Minnesota
$131K – – –
VWA
3804
VSM Wealth Advisory
Maryland
$128K – – –
HAP
3805
Harbor Asset Planning
Massachusetts
$128K – – –
GFWA
3806
Grey Fox Wealth Advisors
Delaware
$125K +$129K +135 New
NSG
3807
Nalls Sherbakoff Group
Tennessee
$125K – – –
HHGA
3808
Halbert Hargrove Global Advisors
California
$122K +$7.67K +8 +6%
RCM
3809
Richardson Capital Management
Wisconsin
$121K -$10.5K -11 -8%
SWIM
3810
Smallwood Wealth Investment Management
New Jersey
$121K +$19.2K +20 +18%
NECFA
3811
New England Capital Financial Advisors
Connecticut
$121K – – –
PWM
3812
Peck Wealth Management
New York
$119K +$124K +129 New
RBC
3813
Roble Belko & Company
Pennsylvania
$114K +$118K +123 New
MFT
3814
Moisand Fitzgerald Tamayo
Florida
$113K – – –
PG
3815
Proffitt & Goodson
Tennessee
$113K – – –
LC
3816
Luminist Capital
Michigan
$109K -$10.5K -11 -8%
C
3817
Covestor
United Kingdom
$109K +$959 +1 +0.9%
DFA
3818
DHJJ Financial Advisors
Illinois
$107K -$11.5K -12 -9%
MFG
3819
Mendota Financial Group
Wisconsin
$105K – – –
CFG
3820
Clayton Financial Group
Missouri
$105K +$108K +113 New
RPA
3821
Redwood Park Advisors
California
$104K -$57.5K -60 -35%
CIA
3822
Cape Investment Advisory
Georgia
$104K -$39.3K -41 -27%
CAC
3823
Core Alternative Capital
Georgia
$97.2K -$1.92K -2 -2%
APW
3824
Acima Private Wealth
Virginia
$95.3K -$17.3K -18 -15%
NIM
3825
Nexus Investment Management
Ontario, Canada
$92.6K -$71.9K -75 -43%
151 152
153
154 155